Institutional shares held 24.7 Million
0 calls
2.5K puts
Total value of holdings $3.11B
$0 calls
$314K puts
# of Institutions 639


Latest Institutional Activity in DSI

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 14K ($1.76M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 64.5K ($8.13M)
Q3 2025
Gemmer Asset Management LLC Shares Held: 139K ($17.5M)
Q3 2025
Wood Trust Financial Corp Shares Held: 8.17K ($1.03M)
Q3 2025
Tred Avon Family Wealth, LLC Shares Held: 7.95K ($1M)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 124K ($15.6M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 368K ($46.4M)
Q3 2025
Mc Clarren Financial Advisors, Inc. Shares Held: 21.5K ($2.71M)
Q3 2025
Nbt Bank N A Shares Held: 961 ($121K)
Q3 2025
Cwm, LLC Shares Held: 72.6K ($9.14M)

About DSI

Track Institutional and Insider Activities on DSI

Follow ISHARES MSCI KLD 400 SOCIAL ET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DSI shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Kld 400 Social Et insider buys or sells DSI shares.

Notify only if

News

Receive news related to ISHARES MSCI KLD 400 SOCIAL ET

Track Activities on DSI